Senior Asset Strategies, Inc.

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(770) 690-4274 www.seniorassetstrategies.com » View Website »

3330 Cumberland Boulevard, City View Bldg. ,suite 500Atlanta, GA 30339   map »

Business overview

Service Area

  • Buckhead
  • Buford
  • Cobb County
  • DeKalb County
  • Duluth
  • Dunwoody
  • Kennesaw
  • Marietta
  • Riverside
  • Roswell
  • Sandy Springs
  • Smyrna

Investments

  • Annuities
  • Government Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Chartered Life Underwriter

Hours of Operation

  • MON
  • 9:00am
  • 4:30pm
  • TUE
  • 9:00am
  • 4:30pm
  • WED
  • 9:00am
  • 4:30pm
  • THU
  • 9:00am
  • 4:30pm
  • FRI
  • 9:00am
  • 4:30pm
  • SAT
  • SUN

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